Balanced Rock Investment Advisor Ishares Core U.S. Aggregate Bo Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 6,515 shares of AGG stock, worth $637,232. This represents 0.52% of its overall portfolio holdings.
Number of Shares
6,515
Previous 6,515
-0.0%
Holding current value
$637,232
Previous $632 Million
4.33%
% of portfolio
0.52%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio